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Special Opportunities Fund, Inc.

SPE
Exchange
NYSE
SEC CIK
0000897802

No open-market purchases or sales by Special Opportunities Fund, Inc. insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $43.6M in total; no superinvestor holds it.

Other share classesSPE.PC

Q1 2024 vs. Q4 2023

How the institutions holding Special Opportunities Fund, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of SPE: Q4 2023 compared with Q1 2024
MeasureQ4 2023Q1 2024Change
Holders3637+1
Shares3.61M3.43M−184.1K (−5.1%)
Value$42.8M$42.3M−$550.1K (−1.3%)

New holders (5)

Institutions that held Special Opportunities Fund, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to SPE in Q1 2024
InstitutionSharesValue% of portfolio
SkyView Investment Advisors, LLC32,490$411.0K0.08%
Patron Partners Advisors, LLC13,825$174.7K0.11%
Brighton Jones LLC13,246$167.4K0.01%
Cresset Asset Management, LLC10,000$126.4K0.00%
Tucker Asset Management LLC2,692$34.0K0.01%

Sold out (4)

Institutions that held Special Opportunities Fund, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of SPE in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Clough Capital Partners L P41,306$489.9K
Almitas Capital LLC23,616$280.1K
Advisory Services Network, LLC3,839$45.5K
Quarry LP2,206$26.2K